PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$620K
3
+$566K
4
XOM icon
Exxon Mobil
XOM
+$517K
5
AAPL icon
Apple
AAPL
+$443K

Top Sells

1
+$3.75M
2
+$359K
3
+$207K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$134K
5
SYK icon
Stryker
SYK
+$67.2K

Sector Composition

1 Consumer Staples 12.51%
2 Healthcare 11.58%
3 Industrials 10.88%
4 Technology 10.71%
5 Utilities 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
243
+109
702
$4K ﹤0.01%
100
703
$4K ﹤0.01%
+108
704
$4K ﹤0.01%
+114
705
$4K ﹤0.01%
51
706
$4K ﹤0.01%
86
-273
707
$4K ﹤0.01%
+72
708
$4K ﹤0.01%
430
709
$4K ﹤0.01%
291
710
$4K ﹤0.01%
141
711
$4K ﹤0.01%
242
712
$4K ﹤0.01%
+108
713
$4K ﹤0.01%
90
714
$4K ﹤0.01%
390
+4
715
$3K ﹤0.01%
+16
716
$3K ﹤0.01%
+46
717
$3K ﹤0.01%
53
718
$3K ﹤0.01%
+68
719
$3K ﹤0.01%
159
720
$3K ﹤0.01%
83
721
$3K ﹤0.01%
182
722
$3K ﹤0.01%
+116
723
$3K ﹤0.01%
80
724
$3K ﹤0.01%
16
725
$3K ﹤0.01%
+132
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